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Waverly Advisors’s Exelon EXC Stock Holding History

Waverly Advisors’s Portfolio EXC Stock Details EXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.17M Buy
23,891
+3,595
+18% +$167K 0.01% 786
2025
Q4 		$885K Buy
20,296
+3,696
+22% +$169K 0.01% 803
2025
Q3 		$747K Sell
16,600
-154
-0.9% -$6.76K 0.01% 723
2025
Q2 		$727K Sell
16,754
-1,191
-7% -$53K 0.01% 697
2025
Q1 		$827K Buy
17,945
+8,535
+91% +$357K 0.01% 646
2024
Q4 		$354K Buy
9,410
+4,013
+74% +$156K 0.01% 773
2024
Q3 		$219K Buy
+5,397
New +$203K ﹤0.01% 759
2024
Q2 		– Sell
-7,102
Closed -$267K – 809
2024
Q1 		$267K Buy
+7,102
New +$254K 0.01% 597
2014
Q3 		– Sell
-1,290
Closed -$34K – 770
2014
Q2 		$34K Hold
1,290
– – 0.01% 271
2014
Q1 		$31K Sell
1,290
-1,752
-58% -$36.9K 0.01% 263
2013
Q4 		$59K Hold
3,042
– – 0.02% 307
2013
Q3 		$64K Buy
+3,042
New +$66.5K 0.03% 208

Other funds holding EXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Waverly Advisors's EXC Position: Q1 2026 in Review

Waverly Advisors increased its Exelon (EXC) stake by 18% in Q1 2026, buying an estimated $167K and bringing the position to 23,891 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #786.

Waverly Advisors first reported a position in EXC in Q3 2013 and has held it in 12 quarters since. 1,277 funds tracked by Wall St. Rank hold EXC as of Q1 2026.

  • Waverly Advisors held 23,891 shares of Exelon worth $1.17M as of Q1 2026.
  • Waverly Advisors bought 3,595 Exelon shares in Q1 2026, an estimated $167K.
  • Exelon made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #786 holding.
  • Waverly Advisors first reported a position in Exelon in Q3 2013 and has held it in 12 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Exelon as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.